Compound Planning, Inc.
NEW YORK NY · SEC CIK 0001978879
$32.59亿2026Q1 申报市值
1,209持仓数
21.5%前十大占比 · 第一大 3.6%
116 / 117新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
MUB 加仓+$777.44万
IWY 加仓+$534.04万
IWF 加仓+$532.70万
VUG 加仓+$524.23万
EXXON MOBIL CORP 加仓+$514.26万
2026Q1 卖出最多 按季末市值估算
VOO 减仓-$3,367.59万
VO 减仓-$824.36万
VEA 减仓-$804.22万
BND 减仓-$687.26万
SYLD 减仓-$576.32万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| XLV | SELECT SECTOR SPDR TR | $99.47万 | 0.03% | 6,785 | -6,624 | -49.4% | -$97.11万 | 减仓 |
| QYLD | GLOBAL X FDS | $99.51万 | 0.03% | 58,022 | -26,051 | -31.0% | -$44.68万 | 减仓 |
| SPG | SIMON PPTY GROUP INC NEW | $99.79万 | 0.03% | 5,350 | 255 | 5.0% | $4.76万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $99.89万 | 0.03% | 1,620 | 67 | 4.3% | $4.13万 | 加仓 |
| PCAR | PACCAR INC | $100.19万 | 0.03% | 8,675 | 1,786 | 25.9% | $20.63万 | 加仓 |
| IJJ | ISHARES TR | $100.95万 | 0.03% | 7,619 | 0 | 0.0% | — | 不变 |
| ESGE | ISHARES INC | $101.15万 | 0.03% | 22,245 | 4,465 | 25.1% | $20.30万 | 加仓 |
| ZTS | ZOETIS INC | $101.38万 | 0.03% | 8,576 | 891 | 11.6% | $10.53万 | 加仓 |
| MCO | MOODYS CORP | $101.65万 | 0.03% | 2,330 | 709 | 43.7% | $30.93万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $102.26万 | 0.03% | 2,610 | 648 | 33.0% | $25.39万 | 加仓 |
| EYLD | CAMBRIA ETF TR | $102.50万 | 0.03% | 24,752 | 13,666 | 123.3% | $56.59万 | 加仓 |
| — | VOYA INFRASTRUCTURE INDLS & | $102.56万 | 0.03% | 82,183 | 57,770 | 236.6% | $72.10万 | 加仓 |
| SHLD | GLOBAL X FDS | $103.06万 | 0.03% | 14,548 | 10,520 | 261.2% | $74.52万 | 加仓 |
| SHG | SHINHAN FINANCIAL GROUP CO L | $103.14万 | 0.03% | 16,820 | 539 | 3.3% | $3.31万 | 加仓 |
| FAST | FASTENAL CO | $103.21万 | 0.03% | 22,244 | -6,772 | -23.3% | -$31.42万 | 减仓 |
| SPYI | NEOS ETF TRUST | $103.46万 | 0.03% | 20,956 | 623 | 3.1% | $3.08万 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $103.78万 | 0.03% | 13,802 | -754 | -5.2% | -$5.67万 | 减仓 |
| TMUS | T-MOBILE US INC | $104.02万 | 0.03% | 4,952 | -159 | -3.1% | -$3.34万 | 减仓 |
| AMZN | AMAZON COM INC 看跌期权 | $104.14万 | 0.03% | 5,000 | 4,500 | 900.0% | $93.72万 | 重新持有 |
| DB | DEUTSCHE BK AG | $104.27万 | 0.03% | 35,015 | -16,959 | -32.6% | -$50.50万 | 减仓 |
| DLR | DIGITAL RLTY TR INC | $104.94万 | 0.03% | 5,823 | 932 | 19.1% | $16.80万 | 加仓 |
| MPC | MARATHON PETE CORP | $105.31万 | 0.03% | 4,313 | -2,728 | -38.7% | -$66.61万 | 减仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $105.36万 | 0.03% | 35,729 | 8,311 | 30.3% | $24.51万 | 加仓 |
| FEZ | SPDR INDEX SHS FDS | $105.44万 | 0.03% | 16,985 | 1,186 | 7.5% | $7.36万 | 加仓 |
| TWLO | TWILIO INC | $105.60万 | 0.03% | 8,393 | 532 | 6.8% | $6.69万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $106.12万 | 0.03% | 21,495 | -21,931 | -50.5% | -$108.27万 | 减仓 |
| FIVA | FIDELITY COVINGTON TRUST | $106.79万 | 0.03% | 30,679 | 30 | 0.1% | $1,044 | 加仓 |
| MFC | MANULIFE FINL CORP | $106.94万 | 0.03% | 31,052 | 377 | 1.2% | $1.30万 | 加仓 |
| URTH | ISHARES INC | $107.31万 | 0.03% | 5,961 | 497 | 9.1% | $8.95万 | 加仓 |
| VIDI | ETF SER SOLUTIONS | $108.08万 | 0.03% | 29,922 | 29,922 | — | $108.08万 | 新建仓 |
| STT | STATE STR CORP | $108.74万 | 0.03% | 8,591 | 1,136 | 15.2% | $14.38万 | 加仓 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $108.88万 | 0.03% | 42,615 | -2,189 | -4.9% | -$5.59万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $109.12万 | 0.03% | 5,371 | 569 | 11.8% | $11.56万 | 加仓 |
| PDD | PDD HOLDINGS INC | $109.35万 | 0.03% | 10,701 | 1,582 | 17.3% | $16.17万 | 加仓 |
| BN | BROOKFIELD CORP | $109.41万 | 0.03% | 27,036 | -3,425 | -11.2% | -$13.86万 | 减仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $109.84万 | 0.03% | 15,159 | 407 | 2.8% | $2.95万 | 加仓 |
| QTUM | ETF SER SOLUTIONS | $109.94万 | 0.03% | 10,246 | 1,140 | 12.5% | $12.23万 | 加仓 |
| PSX | PHILLIPS 66 | $110.16万 | 0.03% | 6,047 | -348 | -5.4% | -$6.34万 | 减仓 |
| BSJT | INVESCO EXCH TRD SLF IDX FD | $110.32万 | 0.03% | 52,446 | 611 | 1.2% | $1.29万 | 加仓 |
| TAK | TAKEDA PHARMACEUTICAL CO LTD | $110.41万 | 0.03% | 59,618 | 13,945 | 30.5% | $25.83万 | 加仓 |
| DVY | ISHARES TR | $110.49万 | 0.03% | 7,297 | -65 | -0.9% | -$9,842 | 减仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $110.76万 | 0.03% | 11,057 | 11,057 | — | $110.76万 | 新建仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $110.78万 | 0.03% | 7,044 | 1,342 | 23.5% | $21.11万 | 加仓 |
| FIDU | FIDELITY COVINGTON TRUST | $111.21万 | 0.03% | 12,853 | 12,853 | — | $111.21万 | 新建仓 |
| BLV | VANGUARD BD INDEX FDS | $111.58万 | 0.03% | 16,223 | 1,286 | 8.6% | $8.85万 | 加仓 |
| ASX | ASE TECHNOLOGY HLDG CO LTD | $111.62万 | 0.03% | 51,484 | 8,509 | 19.8% | $18.45万 | 加仓 |
| DNP | DNP SELECT INCOME FD INC | $111.66万 | 0.03% | 108,406 | 13,294 | 14.0% | $13.69万 | 加仓 |
| IRM | IRON MTN INC DEL | $112.02万 | 0.03% | 10,967 | 1,949 | 21.6% | $19.91万 | 加仓 |
| XME | SPDR SERIES TRUST | $113.14万 | 0.03% | 10,475 | -97 | -0.9% | -$1.05万 | 减仓 |
| EOG | EOG RES INC | $113.82万 | 0.03% | 7,873 | 590 | 8.1% | $8.53万 | 加仓 |
| USMV | ISHARES TR | $113.97万 | 0.03% | 12,289 | -1,000 | -7.5% | -$9.27万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $114.17万 | 0.04% | 39,767 | 13,042 | 48.8% | $37.44万 | 加仓 |
| TFC | TRUIST FINL CORP | $114.37万 | 0.04% | 24,880 | -583 | -2.3% | -$2.68万 | 减仓 |
| CSX | CSX CORP | $114.39万 | 0.04% | 27,866 | -561 | -2.0% | -$2.30万 | 减仓 |
| TRP | TC ENERGY CORP | $115.40万 | 0.04% | 18,434 | 745 | 4.2% | $4.66万 | 加仓 |
| IWR | ISHARES TR | $116.39万 | 0.04% | 11,970 | -456 | -3.7% | -$4.43万 | 减仓 |
| SU | SUNCOR ENERGY INC NEW | $116.53万 | 0.04% | 17,626 | 1,426 | 8.8% | $9.43万 | 加仓 |
| THRO | BLACKROCK ETF TRUST | $116.88万 | 0.04% | 32,270 | 32,270 | — | $116.88万 | 新建仓 |
| DGT | SPDR SERIES TRUST | $117.16万 | 0.04% | 6,910 | 495 | 7.7% | $8.39万 | 加仓 |
| — | NEOS ETF TRUST | $117.24万 | 0.04% | 24,840 | -860 | -3.3% | -$4.06万 | 减仓 |
| HCA | HCA HEALTHCARE INC | $117.40万 | 0.04% | 2,480 | 485 | 24.3% | $22.96万 | 加仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $118.04万 | 0.04% | 2,895 | -7 | -0.2% | -$2,854 | 减仓 |
| NET | CLOUDFLARE INC | $118.69万 | 0.04% | 5,752 | 1,169 | 25.5% | $24.12万 | 加仓 |
| BUD | ANHEUSER BUSCH INBEV SA NV | $118.87万 | 0.04% | 17,136 | 1,320 | 8.3% | $9.16万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $119.15万 | 0.04% | 4,267 | -275 | -6.1% | -$7.68万 | 减仓 |
| DAL | DELTA AIR LINES INC | $119.29万 | 0.04% | 17,943 | 2,166 | 13.7% | $14.40万 | 加仓 |
| PBR | PETROLEO BRASILEIRO S A | $119.52万 | 0.04% | 57,599 | 9,184 | 19.0% | $19.06万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $119.62万 | 0.04% | 4,101 | -196 | -4.6% | -$5.72万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $120.29万 | 0.04% | 3,081 | -919 | -23.0% | -$35.88万 | 减仓 |
| SHYG | ISHARES TR | $120.42万 | 0.04% | 28,462 | -23,959 | -45.7% | -$101.37万 | 减仓 |
| FLCO | FRANKLIN TEMPLETON ETF TR | $120.61万 | 0.04% | 56,306 | 10,214 | 22.2% | $21.88万 | 加仓 |
| ABNB | AIRBNB INC | $121.47万 | 0.04% | 9,619 | 2,284 | 31.1% | $28.84万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $121.78万 | 0.04% | 36,960 | 36,960 | — | $121.78万 | 新建仓 |
| TTE | TOTALENERGIES SE | $122.77万 | 0.04% | 13,494 | -2,803 | -17.2% | -$25.50万 | 减仓 |
| MDT | MEDTRONIC PLC | $122.83万 | 0.04% | 14,175 | -2,221 | -13.5% | -$19.25万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $122.87万 | 0.04% | 8,883 | 56 | 0.6% | $7,746 | 加仓 |
| SQM | SOCIEDAD QUIMICA Y MINERA DE | $123.87万 | 0.04% | 15,304 | 759 | 5.2% | $6.14万 | 加仓 |
| SPGI | S&P GLOBAL INC | $124.36万 | 0.04% | 2,923 | -81 | -2.7% | -$3.45万 | 减仓 |
| VYMI | VANGUARD WHITEHALL FDS | $124.73万 | 0.04% | 13,235 | 139 | 1.1% | $1.31万 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $124.88万 | 0.04% | 2,575 | 455 | 21.5% | $22.07万 | 加仓 |
| QCOM | QUALCOMM INC | $125.11万 | 0.04% | 9,716 | -2,732 | -21.9% | -$35.18万 | 减仓 |
| GDX | VANECK ETF TRUST | $125.20万 | 0.04% | 13,643 | 757 | 5.9% | $6.95万 | 加仓 |
| DFIS | DIMENSIONAL ETF TRUST | $125.33万 | 0.04% | 37,223 | 22,940 | 160.6% | $77.24万 | 加仓 |
| IJS | ISHARES TR | $125.37万 | 0.04% | 10,584 | -940 | -8.2% | -$11.13万 | 减仓 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $125.69万 | 0.04% | 34,559 | 0 | 0.0% | — | 不变 |
| NGG | NATIONAL GRID PLC | $126.45万 | 0.04% | 14,947 | 433 | 3.0% | $3.66万 | 加仓 |
| COHR | COHERENT CORP | $126.47万 | 0.04% | 5,309 | 1,021 | 23.8% | $24.32万 | 加仓 |
| VIGI | VANGUARD WHITEHALL FDS | $127.16万 | 0.04% | 14,375 | -1,891 | -11.6% | -$16.73万 | 减仓 |
| ADBE | ADOBE INC | $127.76万 | 0.04% | 5,255 | 74 | 1.4% | $1.80万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $128.30万 | 0.04% | 3,923 | 710 | 22.1% | $23.22万 | 加仓 |
| MMM | 3M CO | $128.38万 | 0.04% | 8,840 | 319 | 3.7% | $4.63万 | 加仓 |
| BNS | BANK NOVA SCOTIA B C | $128.67万 | 0.04% | 18,565 | 825 | 4.7% | $5.72万 | 加仓 |
| KB | KB FINL GROUP INC | $129.25万 | 0.04% | 12,960 | 422 | 3.4% | $4.21万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $129.90万 | 0.04% | 6,551 | 1,163 | 21.6% | $23.06万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $130.16万 | 0.04% | 6,782 | -5,162 | -43.2% | -$99.07万 | 减仓 |
| EFAV | ISHARES TR | $130.33万 | 0.04% | 14,264 | 123 | 0.9% | $1.12万 | 加仓 |
| BMO | BANK MONTREAL MEDIUM | $130.74万 | 0.04% | 9,660 | 1,105 | 12.9% | $14.96万 | 加仓 |
| PGR | PROGRESSIVE CORP | $131.09万 | 0.04% | 6,613 | 1,245 | 23.2% | $24.68万 | 加仓 |
| VIA | VIA TRANSN INC | $131.21万 | 0.04% | 87,473 | 87,473 | — | $131.21万 | 新建仓 |
| ROE | EA SERIES TRUST | $131.84万 | 0.04% | 37,210 | 15,750 | 73.4% | $55.80万 | 加仓 |